BBP

Banco BTG Pactual Portfolio holdings

AUM $684M
1-Year Est. Return 39.7%
This Quarter Est. Return
1 Year Est. Return
+39.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17.9M
3
+$14.9M
4
XP icon
XP
XP
+$12.5M
5
SBS icon
Sabesp
SBS
+$12.2M

Top Sells

1
+$9.75M
2
+$8.46M
3
+$8.27M
4
SCHW icon
Charles Schwab
SCHW
+$4.89M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.18M

Sector Composition

1 Financials 21.64%
2 Consumer Staples 17.55%
3 Technology 14.07%
4 Consumer Discretionary 10.54%
5 Communication Services 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
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